Moxo is an AI-driven workflow automation platform that runs multi-step legal operations processes with both human staff and AI agents operating in the same workflow.
Key features and functions include:
AI agents for operational tasks
AI agents handle preparatory and administrative work within a workflow, including drafting engagement letters, validating intake submissions, extracting key terms from documents, routing tasks, and following up on missing files or signatures.
Human-in-the-loop approvals
Actions requiring legal judgment — engagement sign-offs, contract approvals, and handling of exceptions — are routed to designated staff, with a record maintained of who made each decision and when.
Workflow builder
Teams can construct workflows by describing the intended process, and can build AI agents for specific tasks or use pre-built agents. Workflows are designed to accommodate branching logic, exceptions, and escalations as they occur.
Branded client and partner portals
Clients, co-counsel, and other outside parties take action through a branded portal without needing to create a login or account, receiving secure links to complete required steps such as document submission or approvals.
Systems integration
Moxo connects with external systems such as document management, e-signature, matter management, and CRM tools, allowing data to sync automatically and workflow actions to trigger processes in connected systems. The platform also supports custom integrations through webhooks, APIs, and Zapier.
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